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Global Metals & Mining Playbook – July 2025
235 Views02 Jul 2025 07:58
Commodity trends show gold, copper, and uranium surging, while iron ore and coal struggle. Top picks include Zijin Mining Group, Shandong Gold Mining, JSW Steel Ltd, Lloyds Metals & Energy
What is covered in the Full Insight:
- Commodity Market Overview
- Precious Metals Analysis
- Base Metals Outlook
- Battery and Energy Metals Trends
- Ferrous and Fossil Fuels Insight
SUMMARY
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Rahul Jain
Materials| Industrials |Commodities
Price Chart(Sign Up to Access)
- Global Metals & Mining Playbook – July 202502 Jul 2025
- Zijin Mining (2899 HK): Fair Value Still 25% Higher Despite IPO Discount Risks27 Jun 2025
- Tianqi Lithium (002466.SZ / 9696.HK): Rebuilding Via Expansion, Valuations Appear Reasonable24 Jun 2025
- JFE Holdings (5411 JP) – Stable Core, Strategic JSW Stake, and Deep-Value Opportunity21 Jun 2025
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